EVERGREEN CAPITAL

A contemporary wealth management firm

Private
Wealth Management

Wealth management for individuals with $2-25M investable assets

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Family Office

Multi-family office services for families with net worth exceeding $30M

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Alternative Investments

Alternative investment platform for qualified clients.

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Tax

Preparation & advice for individuals and enterprises

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Trustee

Preparation & advice for individuals and enterprises

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Why Evergreen
Multi-Gen Approach

Evergreen Gavekal thrives on its multi-generational approach — both within our team and the clients we serve. Our team spans generations, bringing a wealth of perspectives and financial expertise that enriches our ability to serve clients at every stage of life. This distinction helps us better understand and connect with our client base, which includes individuals and families across multiple generations.

By embracing these generational differences, we’re able to offer progressive, forward-thinking solutions tailored to a wide range of needs and expectations. Whether it’s leveraging cutting-edge technology or honoring traditional values, we aim to meet our clients where they are — and guide them confidently into the future.

Independent Advice

We serve as a fiduciary, putting our clients’ best interests first in every decision. Our investment recommendations are based solely on what benefits our clients—we receive no compensation or incentives from any investment products we recommend.

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